Pressure Points: Amazon 1Q26 Earnings [Qq2Yxgo9XYt]
Sounds like they’re keeping capex outlook unchanged. Up 48% y/y in CY26 compared to up 59% in CY25. The kicker is outside of AWS, they still have not had their AI moment.
Sounds like they’re keeping capex outlook unchanged. Up 48% y/y in CY26 compared to up 59% in CY25. The kicker is outside of AWS, they still have not had their AI moment.